Inventory Adjustment

The Adjustments page allows users to manage inventory by recording quantity changes for selected inventory items or products. It displays all adjustments made for the selected sites within the last 31 days.

Permissions

To view and manage inventory adjustments, the user account requires specific permissions:

• View Inventory Adjustment: Allows access to the Inventory Adjustment page.
• Edit Inventory Adjustment: Enables creating adjustments for inventory items and products.

Permissions are assigned to user accounts in Salesforce under the Employee Permissions field. Refer to Employee Permissions for more information.

Creating an Adjustment

An adjustment requires:

• Site and Location
• Inventory Item or Product
• Reason for the adjustment
• Quantity

Optionally, a custom note can be added using the Notes field. Adjustments can be made by Inventory Item or Product, depending on the use case.

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Adjustment by Inventory Item

This option reduces the quantity of a selected Inventory Item at a specific Site and Location.

Steps to Create an Adjustment by Inventory Item:

1. Click the Add Adjustment button.

2. Select the Inventory Item slider.

3. Search for the desired inventory item.

4. Select the reason for the adjustment.

5. Choose the adjustment sizing: single unit or batch.

6. Specify the quantity to remove.

7. Click the Confirm button.

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Adjustment by Product

This option reduces the quantity of each Inventory Item assigned to the ingredients of the recipe associated with the selected Product.

Example of Recipe Hierarchy:

• DirectoryProduct

  • DirectoryRecipe

    • DirectoryIngredient 1

      • Inventory-Item
    • DirectoryIngredient 2

      • Inventory-Item
    • DirectoryIngredient 3

      • Inventory-Item

Steps to Create an Adjustment by Product:

1. Click the Add Adjustment button.

2. Select the Product slider.

3. Search for the desired product.

4. Select the reason for the adjustment.

5. Specify the quantity to remove.

6. Click the Confirm button.

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Inventory Adjustments Table

The Inventory Adjustments table provides an overview of all recorded adjustments, including details such as the adjustment type, reason, and reported user.

Inventory Item Name	Adjustment Type	Adjustment Site	Inventory Location	Adjustment Amount	Adjustment Reason	Date of Adjustment	Reported By User
String	Inventory or Product	String	String	Number	Picklist Option	Date	Username

Searching the Table

The search bar allows users to filter table rows based on any column.

Tip for Searching Dates:

• Use the format YYYY-MM-DD for date searches.
• Example: To search for Christmas Day, enter 2024-12-25.

Example Search

Searching for "Product A" will filter the table to show only adjustments involving "Product A."